First Quest Super - Macquarie Life Balanced - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

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Benchmark ({{ }})
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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.72 -2.66 -15.15 -23.7 -10.66 -3.54 3.5 -
Growth return -1.72 -2.66 -15.15 -23.7 -10.66 -3.54 3.5 -
Income return 0 0 0 0 0 0 0 -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return 0.59 3.96 -7.61 -1.99 4.43 7.01 5.73 8.45
As as 31 Jan 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

First Quest Super - Macquarie Life Balanced
Australian Equities
International Equities
Fixed Interest
Average Allocation of Peers
Australian Equities
International Equities
Fixed Interest

General Information

Fund Details
Type Description
First Quest Super - Macquarie Life Balanced
Synergy Capital Management Limited
Multisector Growth
starstarstar (as at 31 Jan 2009)
Superannuation Fund
1 Mar 2001
$0.04 million (as at 31 Jan 2009)
$1.251 (as at 30 Jan 2009)
$1.241 (as at 30 Jan 2009)
Fund Objective
The Fund aims to outperform its structured benchmark over the medium term (before fees), providing investors with broad asset class exposure by focusing on growth assets with some exposure to cash and fixed interest. It aims to return a balanced level of growth and income and invests directly into a variety of pooled funds through Macquarie Life Limited.
Fund Strategy
Invests in a diversified portfolio focusing on growth assets, including alternative assets with limited exposure to cash and fixed interest investments. Asset allocation ranges (with benchmark in brackets): Australian equity 20-40% (30%), international equities 10-30% (20%), property 0-20% (10%), alternative assets 0-10% (5%), Australian fixed interest 0-30% (17.5%), CPI bonds 0-10% (5%), international fixed interest 0-20% (10%), cash 0-25% (2.5%).
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 9.83%
Intelligent Investor Equity Growth 7.41%
InvestSMART High Growth 6.88%
InvestSMART Growth 6.39%
InvestSMART Balanced 5.24%
Intelligent Investor Equity Income 4.68%
InvestSMART Conservative 4.10%
InvestSMART Hybrid Income 3.62%
Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund) 3.46%
InvestSMART Property and Infrastructure 3.29%
InvestSMART Interest Income 3.29%